See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,260 | $117,983-85.4% | $101,794-83.0% | $142,382-87.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 35.01% | 36.92%-1.9pp | 30.53%+4.5pp | 217.08%-182.1pp |
| Employer contribution / active EE | $477 | $2,773-82.8% | $2,289-79.2% | $4,299-88.9% |
| Participant deferral / active EE | $4,556 | $4,714-3.3% | $4,084+11.6% | $6,507-30.0% |
| Admin fee / account holder | $689 | $10,433-93.4% | $8,777-92.2% | $12,624-94.5% |